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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
2401
RMR Capital Management
California
$565K
SWP
2402
Semus Wealth Partners
Florida
$564K -$12.2K -154 -2%
SWM
2403
SHP Wealth Management
Massachusetts
$564K +$38.3K +485 +8%
KLWA
2404
Kelly Lawrence W & Associates
California
$563K
IW
2405
Instrumental Wealth
Florida
$562K +$22.6K +286 +4%
GSWM
2406
Greenup Street Wealth Management
Michigan
$562K +$26.3K +333 +5%
CFCS
2407
CDM Financial Counseling Services
Connecticut
$562K -$30K -380 -5%
PCFFS
2408
Pacific Center for Financial Services
California
$561K -$8.77K -111 -2%
FWP
2409
Firethorn Wealth Partners
Georgia
$560K +$11.3K +143 +2%
CFA
2410
Collaborative Fund Advisors
Nevada
$560K +$544K +6,891 New
MKC
2411
M. Kraus & Co
Vermont
$560K
HA
2412
Herold Advisors
New York
$559K +$28.4K +359 +5%
SFFS
2413
Stonehage Fleming Financial Services
Jersey
$559K
NECFA
2414
New England Capital Financial Advisors
Connecticut
$557K +$65.2K +825 +14%
DI
2415
DAGCO Inc
Ohio
$557K -$128K -1,615 -19%
API
2416
Asset Planning Inc
California
$556K +$3.63K +46 +0.7%
VDC
2417
Van Diest Capital
Iowa
$556K -$513K -6,499 -49%
IAAG
2418
Innovative Asset Advisors Group
Connecticut
$555K -$89.2K -1,129 -14%
HBWM
2419
Hollow Brook Wealth Management
New York
$555K
LWMNY
2420
Landmark Wealth Management (New York)
New York
$555K
FNBTCON
2421
First National Bank & Trust Co of Newtown
Pennsylvania
$554K -$24.1K -305 -5%
WSWA
2422
Warren Street Wealth Advisors
California
$554K +$13.2K +167 +3%
TWM
2423
Tradition Wealth Management
Minnesota
$554K +$74.1K +938 +16%
MCCP
2424
Mission Creek Capital Partners
California
$551K -$69.7K -882 -12%
PHWM
2425
Pine Harbor Wealth Management
Maryland
$551K +$1.82K +23 +0.3%